Библиотека / CRM и воронка продаж
CRM и воронка продаж
Отправка уведомлений о событиях TwentyCRM в Gmail, Slack или Sheets
Когда TwentyCRM отправляет событие через webhook, записывает его в Google Sheets и уведомляет предпочтительный канал: Gmail или Slack.
Что делает
# Get event triggered notifications / updates on preferred messaging channels with TwentyCRM ## Overview Automated workflow: Get event triggered notifications / updates on preferred messaging channels with TwentyCRM. This workflow integrates 8 different services: webhook, stickyNote, set, stopAndError, slack. It contains 15 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 15 - Node Types: 8 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Sticky Note1: stickyNote - filter required data #eventType mandatory: set - events log: googleSheets - message channel evaluation: if - Sticky Note2: stickyNote - Sticky Note: stickyNote - Sticky Note3: stickyNote - Sticky Note4: stickyNote - on new twentycrm event: webhook - email channel for delete eventType: gmail - ... and 5 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible
Шаги
- filter required data #eventType mandatory
- events log
- message channel evaluation
- on new twentycrm event
- email channel for delete eventType
- message channel for all other eventTypes
- Error Handler
- Error Handler for 2cf5a0df
- Error Handler for 1a1854bb
- Error Handler for f732e7e9
- Error Handler
- Error Handler
- Error Handler
- Error Handler
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